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Paul Archer

Paul Archer is a financial services specialist with 35+ years of sales expertise experience.

Accredited Executive Coach

Paul Archer is a financial services specialist who provides online and on-demand coaching and training to advisors, account managers and consultants in professional services – mortgage, financial services, pharma, and legal. His specialities include prospecting, sales process, commitment building, referral management systems, sales manager coaching and training the trainer. He has worked with clients in the UK and worldwide in developing their knowledge and skills. 

Paul has 38 years of industry experience(sales, leading, and training), working with banks, estate agents, building societies, insurers and brokers. For the last 20 years, he has managed his own training business.

Professional Focus
Mortgage Advising
Sales Speaking
Sales Mentoring
Team Development
Leadership Coaching
Online Training
Sales Speaking
Sales Mentoring
Featured Course

Protection Sales Masterclass.

A video course to help mortgage brokers sell more protection products whilst giving advice on mortgages.

Duration: 3 hour plus live Q&A

Courses Authored

How to Succeed As A Mortgage Advisor
CeMAP-1 Bootcamp
CeMAP 1 Podcast Series
Protection Advice In Action
Protection Exam Bootcamp
Mortgage Advisory Skills Bootcamp
Professional Development Course
Protection Sales Masterclass

Major Clients

One Savings Bank plc

Designed one day workshops for existing training team to deliver around customer service.​

Foundation Home Loans

Designed and delivered their Underwriting Academy for new recruit underwriters.​

Endsleigh Insurance

Coached a team of inside sellers looking to improve their penetration of various business selling general insurance products in a consultative manner.​

Scot Prov

Bespoke sales training material produced to assist sales force to become more consultative in their selling style.


• A variety of design projects
• Training and Competency plans
• Governance and culture
• FCA changes and updates for staff

AXA Insurance

• Worked alongside existing training team to deliver a bespoke telephone communication skills programme to staff of the general insurance division.
• Designed and delivered a bespoke programme to help their B2B salespeople negotiate win-win deals with corporate clients.

Saffron Building Society

• Designed training material and workbooks to increase counter- staff sales.
• Worked with branch teams to increase the number of referrals to their Key Sellers.
• Coached inside sales teams to improve their cross-selling ratios.

Usay Compare

Bespoke a Sales Management Masterclass for the team of 8 sales managers with the significant intention of increasing the performance of sellers